I began in the financial services industry as a CPA working at public accounting firms providing tax planning for high-net-worth families. However, I realized that I wanted to do more than just taxes, so in 2012 I joined an independent RIA to provide comprehensive financial planning. I founded my own RIA in 2021 because I saw a need for people to receive help first with their cash flow to identify where their money was going, and then decide whether that was the continued right course of action for their hard-earned money. Why I Joined Abundo I love Abundo's mission to bring high-quality, conflict-free comprehensive financial planning to everyone. In fact, I was referring clients to Abundo because my fees were more expensive. Joining the Abundo team felt like coming home. As a financial planner, I'm passionate about helping my clients align their money with what they truly value. Planning Specialties Budgeting / Cash Flow Behavioral Finance Growing Families Tax Planning Professional Designations, Awards, and Accomplishments CERTIFIED FINANCIAL PLANNER™ (CFP®) Accredited Financial Counselor (AFC) Certified Public Accountant (CPA) Series 65 License Quoted in: Associated Press, USA Today, NerdWallet, CBS News MoneyWatch, Bankrate, and HerMoney Podcast guest: Purposeful Planning Institute, Healthy Love and Money, Capital Club, and Black and Brown Make Green Favorite Piece of Financial Advice What fills you intrinsically on a daily basis? Mine is hugs from my boys, coffee, daily walks outside, and chocolate peanut butter. Figure out what makes you "you" and align your money to fill those intrinsic needs. Recent Blog Post Location, Location, Location! Fun Facts About Me After performing improv comedy at night while working at a public accounting firm during the day, I moved to Los Angeles to pursue acting. It was a tremendous experience, and I'm looking forward to telling my grandchildren someday about it...when I decided to act on that